Shelton Wealth Management, LLC

Shelton Wealth Management, LLC (CRD# 312686) is a financial advisory firm headquartered in Fort Worth, TX. They manage $290,657,040 in 419 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
201 Main Street, Suite 1230, Fort Worth, TX 76102
https://www.youtube.com/@sheltonwealthmanagement
By the Numbers
  • Total Assets Under Management
    291
    MILLION
  • Total Number of Accounts
    419
    ACCOUNTS
  • Average Account Value
    $693,692
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Shelton Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
John Fulmer, financial advisor Fort Worth TX
John J. Fulmer
CRD#: 5775447
201 Main Street, Suite 1230, Fort Worth, TX 76102

John Fulmer (CRD# 5775447) is an Investment Advisor Representative working at Shelton Wealth Management, LLC in Fort Worth, TX and has over 13 years of experience in the finance industry.

2
Brian Shelton, financial advisor Fort Worth TX
Brian K. Shelton
CRD#: 1675310
201 Main Street, Suite 1230, Fort Worth, TX 76102

Brian Shelton (CRD# 1675310) is an Investment Advisor Representative working at Shelton Wealth Management, LLC in Fort Worth, TX and has over 36 years of experience in the finance industry.

3
Samuel Shelton, financial advisor Fort Worth TX
Samuel T. Shelton
CRD#: 6096938
201 Main Street, Suite 1230, Fort Worth, TX 76102

Samuel Shelton (CRD# 6096938) is an Investment Advisor Representative working at Shelton Wealth Management, LLC in Fort Worth, TX and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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